Rapid Implementation
Get Your Agency Running with Agency Manager in Weeks, Not Months
Foundation: Start Using Key Features in Just 2 Weeks
Within two weeks of providing your agency data, you can start using Agency Manager to manage your core operations: CRM, project management, tasks, and hours. Our team handles the heavy lifting by uploading 1–8 flat files sent by your team to include:
We also customize the platform to your agency’s language and services, so everything feels familiar from day one.
4 Weeks of Coaching and Fine-Tuning
After your foundation is live, we provide four weeks of hands-on coaching to help you:
By the end of this period, your team will be confident using Agency Manager, your workflows will be optimized, and your dashboards and alerts will reflect the unique way your agency operates.
